CIBC Private Wealth Group
LTC

CIBC Private Wealth Group’s LTC Properties LTC Stock Holding History

CIBC Private Wealth Group’s Portfolio LTC Stock Details LTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$378 Sell
11
-89
-89% -$3.14K ﹤0.01% 3097
2025
Q3 		$3.69K Hold
100
– – ﹤0.01% 2631
2025
Q2 		$3.46K Hold
100
– – ﹤0.01% 2530
2025
Q1 		$3.28K Hold
100
– – ﹤0.01% 2568
2024
Q4 		$3.42K Hold
100
– – ﹤0.01% 2588
2024
Q3 		$3.67K Sell
100
-78
-44% -$2.83K ﹤0.01% 2684
2024
Q2 		$6.11K Buy
178
+78
+78% +$2.6K ﹤0.01% 2457
2024
Q1 		$3.23K Buy
+100
New +$3.19K ﹤0.01% 2636
2018
Q3 		– Sell
-600
Closed -$26K – 1390
2018
Q2 		$26K Hold
600
– – ﹤0.01% 1337
2018
Q1 		$23K Hold
600
– – ﹤0.01% 1358
2017
Q4 		$26K Buy
+600
New +$27.8K ﹤0.01% 1351

Other funds holding LTC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CIBC Private Wealth Group's LTC Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its LTC Properties (LTC) stake by 89% in Q4 2025, selling an estimated $3.14K and leaving 11 shares worth $378. The position accounts for ﹤0.01% of the portfolio, ranked #3097.

CIBC Private Wealth Group first reported a position in LTC in Q4 2017 and has held it in 11 quarters since. The position peaked at $26K in Q2 2018. 272 funds tracked by Wall St. Rank hold LTC as of Q4 2025.

  • CIBC Private Wealth Group held 11 shares of LTC Properties worth $378 as of Q4 2025.
  • CIBC Private Wealth Group sold 89 LTC Properties shares in Q4 2025, an estimated $3.14K.
  • LTC Properties made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #3097 holding.
  • CIBC Private Wealth Group first reported a position in LTC Properties in Q4 2017 and has held it in 11 quarters since.
  • CIBC Private Wealth Group's LTC Properties position peaked at $26K in Q2 2018.
  • 272 funds tracked by Wall St. Rank held LTC Properties as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.